Raymond Amoroso III Esq. - Chief Compliance Officer
Location
Stamford
Holdings as of
March 31, 2024
Value $
$9.03B
Num holdings
1,850
Date filed
5/13/2024, 02:34 PM
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included MSFT, BRKA, AAPL, NVDA, and AMZN.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
Person Signing this Report on Behalf of Reporting Manager:
Name
Title
City, State
Date
Raymond Amoroso III Esq.
Chief Compliance Officer
Stamford, Connecticut
5/7/2024
List of Other Managers Reporting for O'shaughnessy Asset Management, Llc:
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